DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor or the appropriate professional for the subject you would like help with. While the information expressed in this video is believed to be accurate, neither Dave Zoller, CFP® nor Streamline Financial LLC, nor its members make any guarantees to its accuracy.This content is for entertainment purposes only. It should not be considered an offer or solicitation to buy or sell securities, nor is it personalized investment, tax, or legal advice. Investing involves the risk of loss and past performance is never a guarantee of future returns. The strategies discussed may not be right for you, and your personal circumstances should be considered carefully before the adoption of any investment or tax strategy. Indexes such as the S&P 500 are not available for direct investment and returns of the Index will not reflect returns seen in investor portfolios. Streamline Financial client portfolios are based on individual situations, objectives, and risk, and specific portfolio actions and strategies discussed will not apply to all client portfolios. Any forecast, outlook, or projection made is not guaranteed. No assurance is made Streamline Financial will continue to hold any view expressed herein. Referenced data, indicators, or research are believed to be reliable, but are not guaranteed and no assurance of their accuracy is made. Hypothetical scenarios do not reflect actual results and do not guarantee future results. Terms such as "Guaranteed," "safety," and "principal protection” refer to insurance products and are dependent on the financial strength and claims-paying ability of the issuing insurance company. Investment Advisory services provided through Streamline Financial Services, LLC.
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